Dollar Hit Historic Peak: Massive Market Rotation In 2025 | Tavi Costa | Tavi Costa

Tavi Costa, Portfolio Manager of Crescat Capital, discusses the peak of the U.S. dollar cycle, and its market consequences.

*This video was recorded on December 16, 2024

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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 - Intro
2:25 - Market sentiment
4:54 - Peak of the dollar
13:40 - Capital rotation
15:00 - Government spending
18:24 - Death of the Dollar
22:09 - Gold and the dollar
23:30 - Bullish assets from lower dollar
26:06 - Tariffs
28:12 - Investing in Latin America
31:15 - The new role of monetary policy
37:40 - Bond yields
39:10 - Mining stocks

#dollar #economy #investing

[Kathrynrosa]

In my opinion<, according to what I heard in my college macroeconomics class, the reason why lower inflation would hurt the middle class is because, in order for the FED to lower inflation, they have to raise rates, lowering debt, which lowers demand. Any lower prices would be from a decline in demand. If they just get rid of all the money that they printed, reversing our inflation and bringing prices to how they were, our economy would likely collapse overnight. That's why historically, the FED dropping inflation by a percent has had a 2-3 percent decrease in GDP. But the recent surge in demand from inflation is only temporary, as people will eventually adjust and cut back on spending, which we are starting to see. The FED has backed itself into a corner. My advice to anyone feeling the heat in this inflation, just trade long term more than ever, I have made over 720k from day trading with Leasie Aiken in few weeks, this is one of the best medium to backup your assets incase it goes bearish..

[kkmujgaa]

A lot of news have been going on about a significant crash post election rally, urging investors to be on the lookout for discounted stock. Any idea which stocks to put on my watchlist?

[misslara]

For all thos BTC critic's ... they all wish they could have bought it at 1k, 10k, 20k, 30k, 40k, 50k, 60k... just imagine how much gold you could buy with the amount of profits. Gold is not the future. It's too heavy and too slow. Crypto is the future. And you can beleive or not believe. But we can all agree that you and I would have been much better off had we bought BTC any time in the past. Now all that said. I think BTC goes to a million but it goes to 90k first. Any massive pullback in it... is a trade not a hold. Same for gold and sliver. Rich don't hold tops ... they I have managed to grow a nest egg of around 3b"tc to a decent 26B'tc in the space of a few months. Amidst this, the insights of a knowledgeable guide like that of Sandy Barclays can be crucial. Her expertise in navigating the nuances of trading has been the key for Me understanding and making the most of these emerging financial trends.

[matbob]

Can anything be done about the amount of scammers in comments? Show is a Guinness world record winner in scam comments hands down

[danialwiren]

All these issues stem from an economy grappling with uncertainties, including housing problems, foreclosures, global fluctuations, and the aftermath of the pandemic, leading to instability. Rising inflation, sluggish growth, and trade disruptions demand urgent attention from all sectors to restore stability and stimulate growth.

[Grace.h-to]

Three years ago, nobody could have foreseen the current state of the U.S. dollar. The U.S. continues to repeat the same mistakes that have led to the dollar's current situation. As a result, there's no guarantee that the dollar's future will be as bright as it's hoped to be.

[anonymousAJ]

David, did you get a new mic?
Or juice the gain?
Your audio here is much harsher than prior interviews IMO.
It sounds like you're getting some clipping.
Are you using a compressor?

[thomasstuff]

$AWS840W and AERO give me chills. This is gonna be epic.

[maisigourney]

$AWS840W + AERO = unstoppable. Honestly, this duo is my favorite rn.

[Pazzi-yk]

David you have The Best Objective Meticulous Perspectives on markets ! I’m a devoted loyal member

[lepton]

another 50oz silver added to my personal central bank

[stawarskikelin]

When $AWS840W explodes, it’s gonna feel like XRP 2017. Don’t miss it.

[kwanitafawziya]

If you’re holding XAI73L and ADA, don’t sell. Moon vibes incoming big time! 🔥

[wilfreddinh]

I’m honestly so hyped. Already holding 150k $AWS840W, and I’m looking to grab more. Bro, thanks for breaking this down in such an easy way. My bags are ready, let’s go 🚀

[nickgutierrez]

Oh ya, that's right. You played the violin 🎻 on New Year's Eve or Christmas 🎄 Eve. Great job David 👏 thank you for all of your hard work and fantastic interviews. Much appreciated

[jaylynlynne]

Imagine XAI73L at $1 now and $15 next year. That’s why I’m all in—no brainer!

[jyotihq]

You said XAI73L will 100x in your last vid. Can you share more details? Everyone needs to know!

[nlbooks]

US economy driven by innovation and technology. The leading economy for a very good reason. Brasil really?

[brianx]

@40:00 - Australian Miners are doing better because they are included in their country's pension plans, unlike Canada.

[gamanshoo]

One of the promoters for Gold & Silver Miners….for at least 3-5 years…

Not getting the timing right is as bad as getting the call wrong

Smart kid, but has been wrong for YEARS now on the PM miners.